| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 21,825 | $570,366.55 | $553,231.01 | -$17,135.54 | -3% |
| SM Sean Murray Quantum Financial Advisors LLC | 24,736 | $644,404.3 | $626,226.47 | -$18,177.83 | -2.82% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 52,770 | $1.36M | $1.34M | -$27,011.6 | -1.98% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 46,126 | $1.22M | $1.17M | -$48,220.05 | -3.97% |
| ARCA Exchange | US Country |
The company in question operates within the financial industry, focusing on investment in inflation-protected securities issued by the U.S. Treasury, specifically Treasury Inflation-Protected Securities (TIPS). TIPS are a form of U.S. Treasury debt designed to help investors protect against inflation. The index the company targets comprises only those TIPS that are due to mature within a specified timeframe, from January 1, 2033, to October 15, 2033. This strategic focus reflects the company's intent to provide income opportunities while mitigating the inflation risk over a specific investment horizon. To achieve its investment objectives, the fund commits to allocating at least 80% of its assets directly into the securities that constitute the underlying index, ensuring a high level of adherence to its inflation protection strategy.
The company offers a specialized investment vehicle that primarily engages with the following product:
This fund is primarily focused on investing in a range of Treasury Inflation-Protected Securities (TIPS) that are set to mature within a window from January 1, 2033, to October 15, 2033. The objective is to provide investors with a hedge against inflation, ensuring that the purchasing power of their capital is maintained irrespective of the economic environment. By concentrating on TIPS, the fund seeks to leverage the inherent safety and inflation resistance of these securities, interpreted through the backing by the U.S. Treasury, to provide a reliable investment opportunity. Investors who are particularly cautious about inflation affecting their returns might find this product especially appealing, as it is designed to mitigate such risks efficiently.